Fund HoldingsSone Capital Management, LLC

Total Portfolio Value
$971.17M
Total Bought
$563.15M
Total Sold
$382.83M
Net Transaction
+$180.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
IDEX CORP(IEX)0165,226+165,226029,9013.08%+29,901
FACTSET RESH SYS INC(FDS)052,852+52,852024,0292.47%+24,029
GARTNER INC(IT)9,33066,161+56,8314,52027,7702.86%+23,250
PAYLOCITY HLDG CORP(PCTY)9,765125,180+115,4151,94823,4512.41%+21,503
LENNOX INTL INC(LII)7,33345,969+38,6364,46825,7812.65%+21,313
TYLER TECHNOLOGIES INC(TYL)036,634+36,634021,2992.19%+21,299
XCEL ENERGY INC(XEL)0259,175+259,175018,3471.89%+18,347
BECTON DICKINSON & CO(BDX)069,221+69,221015,8561.63%+15,856
ARAMARK(ARMK)0426,281+426,281014,7151.52%+14,715
KKR & CO INC(KKR)0114,918+114,918013,2861.37%+13,286
DUKE ENERGY CORP NEW(DUK)65,550165,090+99,5407,06220,1362.07%+13,074
METTLER TOLEDO INTERNATIONAL(MTD)011,697+11,697013,8131.42%+13,813
AGILENT TECHNOLOGIES INC(A)45,157152,793+107,6366,06617,8741.84%+11,807
MORNINGSTAR INC(MORN)038,549+38,549011,5601.19%+11,560
CLOROX CO DEL(CLX)63,101143,003+79,90210,24821,0572.17%+10,809
ALPHABET INC(GOOG)49,024129,726+80,7029,28020,0612.07%+10,781
MICROSOFT CORP(MSFT)6,20632,245+26,0392,61612,1041.25%+9,489
ALLEGION PLC(ALLE)076,474+76,47409,9771.03%+9,977
AIR PRODS & CHEMS INC030,524+30,52409,0020.93%+9,002
APPLE INC(AAPL)039,664+39,66408,8110.91%+8,811
IQVIA HLDGS INC(IQV)33,56385,679+52,1166,59515,1051.56%+8,510
VEEVA SYS INC(VEEV)17,37751,895+34,5183,65412,0201.24%+8,367
HOME DEPOT INC(HD)022,546+22,54608,2630.85%+8,263
ANSYS INC38,72467,219+28,49513,06321,2792.19%+8,216
APPLIED MATLS INC054,574+54,57407,9200.82%+7,920
VULCAN MATLS CO(VMC)033,873+33,87307,9030.81%+7,903
MARKETAXESS HLDGS INC(MKTX)42,67380,913+38,2409,64617,5061.80%+7,860
AUTOMATIC DATA PROCESSING IN023,761+23,76107,2600.75%+7,260
ECOLAB INC(ECL)026,817+26,81706,7990.70%+6,799
AVERY DENNISON CORP046,058+46,05808,1970.84%+8,197
COOPER COS INC(COO)196,565293,090+96,52518,07024,7222.55%+6,652
META PLATFORMS INC(META)5,58017,209+11,6293,2679,9191.02%+6,651
BENTLEY SYS INC(BSY)382,955622,385+239,43017,88424,4852.52%+6,601
FOX CORP(FOX)143,516245,330+101,8146,56412,9311.33%+6,367
STRYKER CORPORATION(SYK)21,18136,497+15,3167,62613,5861.40%+5,960
AUTODESK INC022,573+22,57305,9100.61%+5,910
LOWES COS INC(LOW)024,626+24,62605,7440.59%+5,744
SBA COMMUNICATIONS CORP NEW(SBAC)9,34834,432+25,0841,9057,5750.78%+5,670
THERMO FISHER SCIENTIFIC INC(TMO)18,19630,410+12,2149,46615,1321.56%+5,666
AMAZON COM INC(AMZN)48,29483,727+35,43310,59515,9301.64%+5,335
EQUINIX INC(EQIX)06,446+6,44605,2560.54%+5,256
MSCI INC(MSCI)10,51420,243+9,7296,30911,4471.18%+5,139
IDEXX LABS INC(IDXX)14,27625,986+11,7105,90210,9131.12%+5,011
APPFOLIO INC(APPF)022,733+22,73304,9990.51%+4,999
THOMSON REUTERS CORP21,34948,169+26,8203,4248,3230.86%+4,899
SALESFORCE INC(CRM)018,801+18,80105,0450.52%+5,045
BLACKSTONE INC(BX)029,932+29,93204,1840.43%+4,184
BLOCK INC(XYZ)074,718+74,71804,0590.42%+4,059
BLACKROCK INC(BLK)04,285+4,28504,0560.42%+4,056
COPART INC(CPRT)070,553+70,55303,9930.41%+3,993
ARCH CAP GROUP LTD
ORD
041,223+41,22303,9650.41%+3,965
DESCARTES SYS GROUP INC(DSGX)41,82986,171+44,3424,7548,6760.89%+3,922
RENAISSANCERE HLDGS LTD(RNR)016,267+16,26703,9040.40%+3,904
REPLIGEN CORP(RGEN)029,733+29,73303,7830.39%+3,783
COLGATE PALMOLIVE CO(CL)057,070+57,07005,3470.55%+5,347
APTARGROUP INC28,88153,863+24,9824,5377,9920.82%+3,455
DANAHER CORPORATION(DHR)50,63672,985+22,34911,62314,9621.54%+3,338
BLACKBAUD INC(BLKB)053,505+53,50503,3200.34%+3,320
VISA INC(V)16,79824,004+7,2065,3098,4120.87%+3,104
HEALTHEQUITY INC(HQY)033,332+33,33202,9460.30%+2,946
PEPSICO INC(PEP)133,342154,292+20,95020,27623,1352.38%+2,859
LIONS GATE ENTMNT CORP1,366,0701,641,723+275,65310,31413,0021.34%+2,689
REVVITY INC(RVTY)024,547+24,54702,5970.27%+2,597
VERISK ANALYTICS INC(VRSK)08,663+8,66302,5780.27%+2,578
MERITAGE HOMES CORP(MTH)30,563100,734+70,1714,7017,1400.74%+2,439
AMERICAN TOWER CORP NEW(AMT)011,162+11,16202,4290.25%+2,429
WEC ENERGY GROUP INC(WEC)020,923+20,92302,2800.23%+2,280
WALMART INC(WMT)025,752+25,75202,2610.23%+2,261
GITLAB INC(GTLB)140,489215,540+75,0517,91710,1301.04%+2,214
HEICO CORP NEW60,70163,664+2,96311,29513,4311.38%+2,136
POOL CORP(POOL)06,440+6,44002,0500.21%+2,050
CARRIER GLOBAL CORPORATION(CARR)28,95262,109+33,1571,9763,9380.41%+1,961
INTUIT(INTU)21,79125,031+3,24013,69615,3691.58%+1,673
HUBSPOT INC(HUBS)02,523+2,52301,4410.15%+1,441
CLEARWAY ENERGY INC(CWEN)118,185142,027+23,8422,8904,0420.42%+1,152
NASDAQ INC(NDAQ)014,202+14,20201,0770.11%+1,077
ZOETIS INC(ZTS)14,25616,726+2,4702,3232,7540.28%+431
MCCORMICK & CO INC(MKC)98,71794,432-4,2857,5267,7730.80%+247
CSX CORP(CSX)391,882431,523+39,64112,64612,7001.31%+54
TOAST INC(TOST)66,27255,177-11,0952,4161,8300.19%-585
PAYCOM SOFTWARE INC(PAYC)000000
LAMAR ADVERTISING CO NEW(LAMR)21,72617,593-4,1332,6452,0020.21%-643
STERIS PLC(STE)32,90926,805-6,1046,7656,0750.63%-689
COSTAR GROUP INC(CSGP)000000
DEFINITIVE HEALTHCARE CORP000000
BROWN FORMAN CORP(BF-A)000000
MEDPACE HLDGS INC(MEDP)000000
NVIDIA CORPORATION(NVDA)000000
UNITEDHEALTH GROUP INC(UNH)12,9589,111-3,8476,5554,7720.49%-1,783
UNION PAC CORP(UNP)8,0900-8,0901,8450-1,845
COSTCO WHSL CORP NEW(COST)2,0720-2,0721,8990-1,899
CANADIAN NATL RY CO(CNI)19,2610-19,2611,9560-1,956
NORFOLK SOUTHN CORP(NSC)19,27910,639-8,6404,5252,5200.26%-2,005
ZOOMINFO TECHNOLOGIES INC(GTM)221,75817,947-203,8112,3311790.02%-2,151
MONDELEZ INTL INC(MDLZ)36,3690-36,3692,1720-2,172
WILLIS TOWERS WATSON PLC LTD(WTW)67,13555,701-11,43421,02918,8241.94%-2,205
ELEVANCE HEALTH INC(ELV)6,2610-6,2612,3100-2,310
SMITH A O CORP(AOS)39,6580-39,6582,7050-2,705
BROWN & BROWN INC(BRO)26,8290-26,8292,7370-2,737
FORTIVE CORP(FTV)157,085121,798-35,28711,7818,9130.92%-2,868
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